FOUR icon

Shift4
FOUR

Overview Fund Activity

226 hedge funds and large institutions have $3.34B invested in Shift4 in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 59 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
–
Holders Change %
0%
% of All Funds
3.49%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.05%
New
58
Increased
96
Reduced
59
Closed
55
Calls
$146M
Puts
$48.8M
Net Calls
+$97.5M
Net Calls Change
+$36.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$141M
2
Macquarie Group
Macquarie Group
Australia
$318M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$287M
4
SCA
Southpoint Capital Advisors
New York
$168M
5
Ameriprise
Ameriprise
Minnesota
$189M

Top Sellers

1
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
$0
2
DCP
Durable Capital Partners
Maryland
$87.9M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
Wells Fargo
Wells Fargo
California
$4.13M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$1.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBH
51
Segall Bryant & Hamill
Illinois
$8.34M +$2.93M +50,515 +54%
CI Investments Inc
52
CI Investments Inc
Ontario, Canada
$8.31M +$8.31M +143,375 +7,168,750%
Brown Advisory
53
Brown Advisory
Maryland
$8.07M +$421K +7,273 +6%
NCM
54
Nellore Capital Management
California
$8.05M +$2.45M +42,335 +44%
Allianz Asset Management
55
Allianz Asset Management
Germany
$7.98M -$4.93M -85,053 -38%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$7.35M +$288K +4,977 +4%
PC
57
Pier Capital
Connecticut
$7.04M +$7.04M +121,487 New
Nuveen Asset Management
58
Nuveen Asset Management
Illinois
$7.02M -$1.67M -28,810 -19%
Nomura Holdings
59
Nomura Holdings
Japan
$6.58M +$6.58M +113,481 New
IAIM
60
Industrial Alliance Investment Management
Quebec, Canada
$6.22M +$6.22M +107,347 New
PPA
61
Parametric Portfolio Associates
Washington
$5.92M +$3.99M +68,815 +206%
GCM
62
Ghisallo Capital Management
Massachusetts
$5.85M -$8.63M -149,000 -60%
Allspring Global Investments
63
Allspring Global Investments
North Carolina
$5.58M +$5.58M +96,318 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$5.42M +$440K +7,600 +9%
HLCM
65
Hickory Lane Capital Management
New York
$5.21M -$290K -5,000 -5%
EAM
66
Eventide Asset Management
Massachusetts
$5.16M +$2.28M +39,386 +79%
PCM
67
Pentwater Capital Management
Florida
$4.92M +$2.61M +45,000 +113%
TRSOTSOK
68
Teachers Retirement System of the State of Kentucky
Kentucky
$4.72M +$1.48M +25,522 +46%
FC
69
Full18 Capital
Connecticut
$4.32M -$1.44M -22,814 -25%
Wells Fargo
70
Wells Fargo
California
$4.13M -$65.8M -1,135,265 -94%
TWMP
71
Taylor Wealth Management Partners
Massachusetts
$4.13M +$1.47M +25,343 +55%
BAM
72
Bullseye Asset Management
Colorado
$3.72M +$1.21M +21,084 +48%
Wolverine Trading
73
Wolverine Trading
Illinois
$3.63M +$1.93M +32,653 +114%
Hudson Bay Capital Management
74
Hudson Bay Capital Management
Connecticut
$3.48M +$3.48M +60,000 New
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$3.44M -$569K -9,831 -14%
1 2
3
4 5